FMG Suite Overview
FMG Suite addresses the challenge of digital marketing compliance for financial advisors by offering a comprehensive platform that integrates marketing and texting solutions. It simplifies the process for financial professionals and Registered Investment Advisors (RIAs) to manage client communications within regulatory frameworks. The suite includes tools to enhance client engagement, such as customizable website designs and targeted marketing campaigns tailored to the financial services sector. FMG Suite's solutions are crafted to help advisors connect with clients more effectively, leveraging compliant communication channels. A unique aspect is its focus on financial professionals, ensuring that all features and tools align with industry regulations and client expectations.
Use Cases
Customers recommend Engaging And Following Up, Content Management, Campaign Management, as the business use cases that they have been most satisfied with while using FMG Suite.
Business Priorities
Acquire Customers and Enhance Customer Relationships are the most popular business priorities that customers and associates have achieved using FMG Suite.
FMG Suite Use-Cases and Business Priorities: Customer Satisfaction Data
FMG Suite works with different mediums / channels such as E-Mail. Social Media. and Website.
FMG Suite's features include SEO, and Personalization. and FMG Suite support capabilities include Email Support, Phone Support, Chat Support, etc. also FMG Suite analytics capabilities include Custom Reports, and Analytics.
Reviews
"FMG continues to help advisors stay ahead of the curve by extending their market leadership through enhancements to the platform. It’s so exciting to see our advisors adopt and utilize the content across email and social media to nurture their clien...ts and prospects and drive leads and referrals. It’s very cost-effective, easy to use, and the ROI is robust." - Marissa F
FMG Suite, VBOUT, Delivra, Zymplify, SALESmanago, etc., all belong to a category of solutions that help Marketing Automation. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
FMG-Suite is an all-in-one financial advisor marketing platform providing tools and custom websites. Financial advisors are helped to grow their businesses.
FMG Suite Customer wins, Customer success stories, Case studies
How does FMG Suite facilitate Engaging And Following Up?
What makes FMG Suite ideal for Content Management?
How efficiently Does FMG Suite manage your Campaign Management?
Why is FMG Suite the best choice for Digital Marketing?
56 buyers and buying teams have used Cuspera to assess how well FMG Suite solved their Marketing Automation needs. Cuspera uses 644 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Marketing Automation needs.
| CUSTOMERS | TESTIMONIALS |
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FMG continues to help advisors stay ahead of the curve by extending their market leadership through enhancements to the platform. It’s so exciting to see our advisors adopt and utilize the content across email and social media to nurture their clients and prospects and drive leads and referrals. It...’s very cost-effective, easy to use, and the ROI is robust. |
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We started working with FMG’s Do It For Me (DIFM) program in late 2022 and today, because of our partnership with DIFM, the engagement with our content has just about doubled! It seems like weekly we get compliments from clients or prospects about the FMG content the team distributes on our behalf.... We’ve saved time, and money, and the results are great! I would highly recommend it. |
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If I’m honest, we did 2 years of intense due diligence before selecting FMG. They literally checked all of our boxes. The feedback from our advisors since we launched has been awesome! They are fired up. I’m just getting started and couldn’t be happier with our choice. Testimonial By Shannon S |
| CUSTOMERS | TESTIMONIALS |
|---|---|
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Marissa F Chief Marketing Officer Choreo Advisors |
FMG continues to help advisors stay ahead of the curve by extending their market leadership through enhancements to the platform. It’s so exciting to see our advisors adopt and utilize the content across email and social media to nurture their clients and prospects and drive leads and referrals. It...’s very cost-effective, easy to use, and the ROI is robust. |
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Douglas E President Sapphire Wealth Management, LLC |
We started working with FMG’s Do It For Me (DIFM) program in late 2022 and today, because of our partnership with DIFM, the engagement with our content has just about doubled! It seems like weekly we get compliments from clients or prospects about the FMG content the team distributes on our behalf.... We’ve saved time, and money, and the results are great! I would highly recommend it. |
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Shannon S President RFG Advisory |
If I’m honest, we did 2 years of intense due diligence before selecting FMG. They literally checked all of our boxes. The feedback from our advisors since we launched has been awesome! They are fired up. I’m just getting started and couldn’t be happier with our choice. Testimonial By Shannon S |
FMG Product Demo
Frequently Asked Questions(FAQ)
for FMG Suite
What is FMG Suite?
FMG Suite is a marketing platform that helps financial advisors to stay connected, build relationships, and grow their business with websites and automated marketing tools. It helps to grow market share, acquire customers, and enhance customer relationships.
FMG Suite helps to be connected to the customers through emails, social media, websites, print brochures, and promoted events.
FMG Suite features include automatically deliver relevant, timely information to the right contacts, using the right channels, simple event promotions, smart analytics tools, and much more.
What is FMG Suite used for?
What are the top features of FMG Suite?
What are FMG Suite alternatives?
Where is FMG Suite located?
Peers used FMG Suite for engaging and following up and content management
FMG Suite Competitors
FMG Suite Features
- Low
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- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Custom Reports | Read Reviews (58) |
| Analytics | Read Reviews (40) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (1) |
| Custom Reports | Read Reviews (58) |
| Analytics | Read Reviews (40) |
Software Failure Risk Guidance
?for FMG Suite
Overall Risk Meter
Top Failure Risks for FMG Suite
FMG Suite, LLC News
FMG is Named the Winner in Three Wealth Management 2025 Industry Awards Categories
FMG won three categories at the Wealth Management 2025 Industry Awards, recognizing its achievements in marketing automation, thought leadership, and the leadership of its Chief Marketing Officer, Susan Theder. The awards highlight FMG's commitment to providing innovative marketing solutions for financial advisors.
FMG Leads the Way in AI Innovation with New Tools to Help Advisors Market More Efficiently and Streamline Compliance
FMG Suite has launched new AI-powered marketing and compliance tools designed for financial advisors. The platform now features advanced automation for email, social media, event promotion, and lead generation, as well as integrated SEO and compliant texting solutions. These enhancements aim to boost marketing efficiency and streamline regulatory compliance for advisory firms.
FMG and Osaic Expand Enterprise Partnership to Power Firmwide Advisor Marketing Support
FMG Suite and Osaic have expanded their enterprise partnership to deliver enhanced marketing support for financial advisors across Osaic's network. The collaboration leverages FMG Suites all-in-one marketing platform, providing advisors with advanced tools for email, social media, events, and website management. This partnership aims to streamline advisor marketing operations and boost firmwide digital engagement.
FMG Suite, LLC Profile
Company Name
FMG Suite, LLC
Company Website
//fmgsuite.comHQ Location
12395 World Trade Drive, San Diego, CA 92128, US
Employees
101-250
Social
Financials
PRIVATE
How can FMG Suite enhance your Social Media Marketing process?